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Scheduling Workbench

Introduction

The scheduling workbench (SWB) is the central screen within PowerForce used in the operational management of your staff. This item will familiarise you with the operation and components of the workbench.

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Introduction

Rostering involves placing employees in locations to work specific shifts across a period whether it is a day, week, fortnight or month.

In simple terms, rostering brings together an

  • Employee, at a
  • Date and time, to a
  • Rostering Location (Outlet, Client, …), for a
  • Period of Time.

The terms rostering and scheduling are used interchangeably, and mean the same thing.

The terms rostering locations, client site and outlets are used interchangeably, and mean the same thing.

The Scheduling Workbench

The scheduling workbench is full of information, and we have adopted a particular approach to managing rosters. Your understanding of the terms associated with the SWB will help you follow the documentation.

scheduling workbench

At the top left-hand side (lhs) we have a row of icons - these are to launch various processes relating to the data that is on display.

We have divided the SWB into two parts:

  • Client (Roster Location) Side: if you want to approach your work via a roster location, you would select that location / outlet on the LHS dropdown.
  • Employee Side: if you want to manage the roster through the employee perspective, you would first select the employee via the dropdown on the RHS side dropdown.
  • You will also note a reference to two tabs (Employee/Site) - when you are looking at the employee tab you will see all the locations that that employee is rostered to for the specific period. When you are viewing the Site tab, you a looking at all the employees that are rostered to the Site (location).

The area in the middle is where details of shifts & employees come together and its through these elements that you will manage your clients rostering requirements and your employees. It's in this grid that all the day to day rostering functions are carried out. Shifts are changed, approved, made and deleted.

 

Each of the elements of the SWB will be explained in further detail as we progress through the documentation.

Icons

swb icons refresh view

Standard Schedule Maintenance

Brings up a menu to allow you to complete the following tasks:

  • Maintain Standard Schedule
  • Maintain Work Schedule
  • Reset Permanent Shift Date
  • Edit Day Sheet Roster
Generate Standard Schedule Brings up the Schedule Generation Screen
Confirm Times Confirm the shift type & time
Reports Brings up a menu of various reports relating to scheduling
Confirm Shifts Confirm the worked shift times. All shifts have to be confirmed as worked before they become valid for payroll & invoice processing.
Delete Schedule Brings up a window display to enable you to select shifts to delete from this display
Ad-hoc Schedule Create ad-hoc shifts
Back Arrow (chevron) Video back & forward: This allows you to move the period display of the window to the prior week. The number of days that you move back / forward will be dependant on the value in the Period field. This may be 7, 14 or 30 days.
Forward Arrow  
Auto Roster Brings up the auto-roster screen to enable you to auto-roster the client site.
Refresh Viewrefresh view Due to the possibility that the form may have large amounts of data on display, we do not refresh the display every time that you make single changes - we allow you to work on the SWB and then press the Refresh View Button when you want the view to re-display itself.

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See Also

More Scheduling Workbench

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